Fundraising
Donor retention plan
Formal definition
In fundraising, Donor retention plan refers to a plan used for managing personal data lawfully with clear risk controls before high-impact processing begins.
What this actually means for you
Use Donor retention plan to guide live decisions: document lawful basis, retention, and safeguards before changing forms, profiling, or integrations, with ownership and reporting agreed before campaign launches and supporter comms updates.
Example: In a live quarterly cycle, Donor retention plan is applied like this: before enabling a new scoring model, the team completes a DPIA and logs mitigation actions with owners. The team then records the decision trail in roadmaps, timelines, and accountable action plans.
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